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Federated Hermes US SMID Equity Fund Class F2 CHF Distributing Hedged (0P00018S5V.SW)

Swiss - Swiss Delayed Price. Currency in CHF
2.5795-0.0106 (-0.41%)
As of 09:00PM CET. Market open.

Federated Hermes US SMID Equity Fund Class F2 CHF Distributing Hedged

Dublin 2

53 Merrion Square,

The Wilde,

Management Information
,Lead Manager since March 31, 2014
Michael joined in March 2014 as the co-manager of the US SMID Cap strategy. Michael was most recently senior portfolio manager of the Global Developed Markets Equity funds at Nomura Asset Management, where he worked for eight years. During this time, he also acted as portfolio manager of the firm’s US equity funds for five years from 2005. Earlier in his career, Michael held senior roles managing US equity funds at Merrill Lynch Investment Managers and Mercury Asset Management. He is a CFA charterholder and has an MA in Economics from Cambridge University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyHermes Fund Managers Ireland Ltd
Net AssetsN/A
YTD Return1.01%
Morningstar RatingN/A1
Inception DateOct 21, 2019

Fund Operations

Last Dividend0.00
Last Cap GainN/A
Holdings Turnover17.00%
Average for CategoryN/A

Fees & Expenses

Expense0P00018S5V.SWCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A